2023 Form 5500 filing — Intermountain Healthcare Tax Deferred Savings 403(B) Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241015143941NAL0049962304001) for Intermountain Healthcare Tax Deferred Savings 403(B) Plan, reported by Intermountain Health Care, Inc. under EIN 87-0269232 and plan number 003. It reports 42,664 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015143941NAL0049962304001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Intermountain Health Care, Inc.
- EIN
- 87-0269232
- Plan number
- 003
- Location
- Salt Lake City, UT
- Participants
- 42,664
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $309,624,000
- Total liabilities (EOY)
- $8,000
- Net assets (EOY)
- $309,616,000
- Participant contributions
- $24,888,000
- Total income / additions
- $71,714,000
- Benefits paid
- $24,290,000
- Administrative expenses
- $199,000
- Total expenses
- $24,489,000
- Net increase / (decrease)
- $47,225,000
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T Rowe Price Rps Inc | NONE | $161,000 | $0 |
| Crowe LLC | NONE | $28,000 | not reported in the loaded dataset |
| Stoel Rives Llp | NONE | $7,000 | not reported in the loaded dataset |
| Mercer | NONE | $5,000 | not reported in the loaded dataset |